Overview
Sends a warning field tag when an Opportunity may be double counting Deposit accounts. For comparison purposes, Deposit average balances are combined for each product type in the attached Relationship. Deposit average balance is then compared using a default threshold of +/- $100. Through configuration, the threshold can also be set as a % of deposit average balance.
This article will cover configuring and testing the skill, and viewing and enabling it in PrecisionLender.
In This Article
Configuring and Testing the Skill
Before enabling the skill for the targeted audience, you first need to ensure that the skill is working properly by testing it. To do this, navigate to the skill details page to configure and enable the skill for your Testing audience:
- Select Testing under the Audiences section.
- In the Version dropdown menu, select the version of the skill that you want to test. This will display the skill configurations.
- In the General Configuration section on the skill details page, enter the following information to configure the skill:
General Configuration
- Tag Message Override - (Optional) Allows you to change the default message the skill displays on the opportunity screen. Default - "This Opportunity may be double counting Deposit accounts."
- Average Balance Threshold -(Optional) Lets you reassign the maximum average balance variation where the skill will fire. The default is $100.
Select Enable Changes to enable the skill for the Testing audience. Once you've enabled this skill for testing, make sure you've added the users who will be testing the skill to the Testing audience.
Viewing the Skill in PrecisionLender
If you enter a deposit within +/- $100 of an existing balance, Andi® will display the following message: 'This Opportunity may be double counting Deposit accounts'. Click the hyperlinked message to be taken to the Deposit tab.
You can also hover your mouse over the Balance field on the Deposit tab to view a similar message. Click the hyperlinked message to be taken to the Relationship tab.
Tip
Always remember to save the opportunity to apply any changes.
Enabling the Skill
After you've viewed and tested the skill, you are ready to enable the skill for the targeted Audience.
- Navigate back to the skill details page for the skill you were testing.
- In the Audiences section, select the targeted audience for this skill and choose the version of the skill you're enabling. When the latest skill version is published by the skill owner, it will automatically be available for selection in the list.
- Open the configuration and select Copy Config From… to copy all of your configuration settings from the Testing audience.
- Select Enable Changes to enable the skill for the targeted audience.
Note
After enabling the skill for the targeted audience, we recommend disabling it for the Testing audience.